Use the Request Forms screen in OCLC Service Configuration to customize your patron request forms. Patrons can use the patron request forms to request interlibrary loans.
Use the WorldShare ILL Request form to configure and customize elements of the form for your library users and provide access from any discovery services and request any item via WorldShare ILL. Requests submitted via the form can be automatically routed to the automated request manager.
This single form is used for all ILL requests, but the system will preselect the Service Type (Loan or Copy) based on the type of request (e.g., book, article). Refer to Configure OpenURL, OpenURL parameter mapping.
WorldShare Management Services (WMS) libraries have Identity management (IDM) set up for authentication in using this form. For libraries that do not use WMS, IP authentication is recommended. Refer to:
When you have familiarized yourself with the sections of the form, see Customize the patron request form for instructions on customizing your request forms.
Note: For an explanation of each available field, please see Request Form fields.
Note: You will need to substitute your institution's registry ID to customize the direct links. If you have customized your patron request form names, the direct link name will not reflect those changes.
Follow the instructions below to configure and provide links to your patron request forms. For an explanation of each available field, see Request Form fields.
Some points to keep in mind when configuring your form:
Enable OpenURL in WorldCat Discovery or WorldCat Local:
For more information, see Configure OpenURL.
If this is your first time customizing the patron request forms, the forms will contain default fields. Forms can be customized to include parameters and information relevant to your library.
Note: For an explanation of each available field, please see Request Form fields.
To customize your patron request forms:
Note: At any time, you can click Reset to Standard Form at the bottom left of the form to return to the default (non-customized) version of the form.
Confirm and track acceptance of local copyright terms by adding the Copyright Acknowledged and Copyright Declaration fields to your request form.
Libraries in Australia, New Zealand, Spain, and the United Kingdom require a copyright acknowledgement to track acceptance of local copyright terms.
Links and basic HTML formatting can be included in selected fields within Request Forms, making it easier to communicate information to users within the forms.
The below fields allow basic HTML formatting:
The allowed formatting tags are:
Note: Any other HTML or JavaScript codes will be stripped and will not display on the form.
The request form can be configured to provide patrons with pickup locations, which allows you to easily identify where to send an item for patron pickup if you have multiple branches.
If configured, when a patron selects a pickup location and submits the request form, the system will send the pickup location as either the Branch Location Registry ID or–if the pickup location is not associated with a Registry ID–the pickup location name. This information stays with the request and is passed to the staff interface. It is also available for use with statistics.
Provide your patrons with a link to the WorldShare ILL Request Form using OpenURL. Refer to Configure OpenURL for more information.
An OpenURL can be used to configure your library's discovery interfaces to send OpenURLs to the request forms for items that your patrons want to borrow. OpenURLs take the bibliographic information from the discovery interface and insert it into the appropriate patron request form.
Use the following base URL in the configuration modules of your discovery interfaces and replace xxxxxx with your library's WorldCat Registry ID (Find your Registry ID):
https://yourregistryid.account.worldcat.org/account/route/wsill/openurl?
If your library uses EZproxy, prepend the EZproxy information: https://yourezproxybaseurl/login?url=https://yourregistryid.account.worldcat.oclc.org/account/route/wsill/openurl?
If the discovery interface requires you to configure custom linking syntax, see Configure Custom OpenURL Links.
The Bibliographic Section contains fields that patron can use to describe the item they are requesting.
These are all the fields available in the Bibliographic Section:
The Patron Section contains fields that the patron can use to describe themselves or the item they are requesting.
These are all the fields that are available in the Patron Section:
Field | Description |
---|---|
Address 1 |
Patron's street address |
Address 2 |
Other address information, such as Apartment, Suite, etc. |
City |
Patron's city |
Copyright Acknowledged |
Patron acknowledges the copyright terms set by the institution. The patron must acknowledge the copyright terms on the patron request work form to submit copy requests. Note: This setting is for libraries in Australia, the U.K., Spain, and New Zealand. See Add copyright compliance and acceptance for non-US Libraries for more information. |
Copyright Declaration |
Declaration of copyright terms to the patron. Links and basic HTML formatting can be included in the Copyright Declaration as well. See Include links and formatting. Note: This setting is for libraries in Australia, the U.K., Spain and New Zealand. See Add copyright compliance and acceptance for non-US Libraries for more information. |
Country |
Patron's country. Select your country from the list to make it the default setting. |
This field can be customized to allow patrons to select a department they are associated with from a customized list.
Examples:
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Edition |
Allows the patron to select the preferred edition of the requested item from a list (Any, Recent, This). |
|
Patron's email address |
Fax |
Patron's fax number |
First Name |
Patron's first name |
Patron's last name |
|
Need by Date |
Allows the patron to enter the date by which the item is needed (in YYYYMMDD format) This field appears in the Notes field of the Patron section in the borrowing request. |
Enter additional information or provide directions to patrons. When displayed to the patron, the field will not begin with the Note to Patron field label. This field can be reused throughout the form. Links and basic HTML formatting can be included in the Note to Patron field. See Include links and formatting. Examples:
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Notes |
Provides the patron with a free text field to enter any relevant information about themselves or their request. This field cannot be reused. The borrowing library can use this field to enter relevant information as well. Entered via the Comments field in the form. The borrowing library can access the Notes field in the Patron section of the borrowing request. Links and basic HTML formatting can be included in the Notes field. See Include links and formatting. Character limit: 500 If the Patron Max cost and Need by Date are included on the Request Form, any information added to these fields are included in the Notes field and are included in the 500 character limit. Examples of potential patron entries:
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Patron ID |
Allows the patron to enter an identification number (library card, student or faculty id, etc.) in a free text field. If you have enabled WorldShare ILL and WorldShare Circulation integration, you must include this field on the Request Form and select Required. Please see Set up integration for more information. The barcode field in the Patron data load maps to the Patron ID field in the Patron request form. |
If your library charges patrons for certain types of ILL requests, this field allows you to ask patrons to provide information about the maximum amount (in US dollars) that they are willing to pay for a particular item. If it is used, the label could be changed to provide patrons with clearer instructions about what information to enter, or a Note to Patron could be added to explain the meaning of this field. This field appears in the Notes field of the Patron section in the borrowing request. Examples:
Please see Maximum Cost for information about setting the institution's maximum cost. |
|
Phone |
Patron's phone number. |
Pickup Location (Maximum 400 branches) |
Allows the patron to select a preferred pickup location from a customized list. Additionally, locations configured in the WorldCat Registry and added to the Holding Codes Translation Table can be added as the Pickup Location.
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Postal Code |
Patron's postal code (e.g., zip code) |
Service Type |
Allows the patron to select the type of service being requested from the two options in the list (Book/Media-Loan and Article - copy) |
State/Province |
Allows the patron to enter their state. Select your state or province from the list to make it the default setting. Values are available to the United States, Canada, and Australia. A country must be selected if State/Province is included on the form. |
Status |
Patron's status (within the library, company, school, etc.), selected from a list of customized statuses.
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An OpenURL can be used to configure your library's discovery interfaces to send OpenURLs to the request forms for items that your patrons want to borrow. OpenURLs take the bibliographic information from the discovery interface and insert it into the appropriate patron request form.
Use the following base URL in the configuration modules of your discovery interfaces and replace xxxxxx with your library's WorldCat registry ID (Find your registry ID):
https://yourregistryid.account.worldcat.org/account/route/wsill/openurl?
Here's an example of OpenURL 1.0 syntax:
Form field name | OpenURL 0.1 | OpenURL 1.0 (Z39.88-2004) |
---|---|---|
Article Title/Chapter Title | atitle | rft.atitle |
Author/Article Author |
aufirst auinit auinit1 auinitm aulast |
rft.aufirst rft.auinit rft.auinit1 rft.auinitm rft.aulast rft.ausuffix rft.au rft.aucorp |
Date | date | rft.date |
DOI | id=doi: | N/A |
Edition (text) | edition | rft.edition |
Format |
genre | rft.genre |
ISBN | isbn | rft.isbn |
ISSN | issn | rft.issn |
Issue | issue | rft.issue |
OCLC# | N/A |
rft.oclcnum rft_id=info.oclcnum/ |
Page Numbers |
pages spage epage |
rft.pages rft.spage rft.epage |
Place of Publication | N/A | rft.place |
PMID | id=pmid: | N/A |
Publisher | N/A | rft.pub |
Title/Journal Title |
stitle title |
rft.jtitle rft.btitle rft.stitle rft.title |
Where did you learn about this item?* | sid | rfr_id |
Volume | volume | rft.volume |
*The value of sid/rfr_id will not display to the user in the form. This data is stored and will be visible to library staff in the request Verification field in WorldShare ILL. If the user enters a value in the Where did you learn about this item? field, this data will also be visible to staff in the Verification field.
You can customize the look of the request form by navigating to the WorldCat Discovery and WorldCat Local > User Interface Options in the OCLC Service Configuration. Use this screen to update your banner and custom links.
Caution: Altering these settings will change the appearance across your WorldCat Discovery interface. See User Interface Options for additional WorldCat Discovery configuration options.
Request form custom colors are controlled by the below settings:
Setting | Option | Recommendations |
---|---|---|
Header and footer color |
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For header and footer, select a light color that best reflects your institution's main brand color. |
Navigational bar color |
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Based on the color selections, the text on the navigation bar will be either white or black.
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Choose up to 7 custom links to appear in the Resources menu. Provide the URLs, link type and accompanying text for up to 7 custom web links (e.g., links leading to your library home page, Ask a Librarian, or My Account).
There is a 25 character limit on the text for each link.
Note: If you wish to allow remote access outside your IP address, one of your custom links must be to your remote access page, and you must choose remote access login as the link type.
Custom link | How to configure |
---|---|
Custom link: Proxy |
Create this link if you have a proxy service that allows off-site users outside your IP address to access restricted library content and services. Use Custom link 3 to configure the remote access login custom link.
When a resource is selected that requires remote authentication, library users will see a box that says Authentication Required and includes a link to sign in. For more information, see EZproxy documentation. If your library's authentication is managed through a service other than EZproxy, you will want to confirm the URL format with the proxy vendor. |
Custom link: other URL |
Create this link for other resources you would like to provide to library users, for example, your virtual reference service.
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Configure a custom message to display to your library users in WorldCat Discovery and in My Account to notify them of important information.
See Display Settings, Custom Notification for more information.
Configure the label for the Resources menu in the navigation bar and footer. Retain the default label of Resources or enter a custom label appropriate for your users.
To configure a custom label:
The WorldCat Discovery Request Form should no longer be used. Use the WorldShare ILL Request Form. Contact OCLC Support with any questions.
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Learn how to configure patron-initiated ILL request for WorldCat® Discovery to allow your patrons to search and identify items, then initiate requests.